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Concord Wealth Partners’s Amazon AMZN Stock Holding History

Concord Wealth Partners’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.6M Sell
44,398
-667
-1% -$167K 1.21% 21
2026
Q1 		$9.39M Buy
45,065
+819
+2% +$180K 1.22% 19
2025
Q4 		$10.2M Buy
44,246
+2,291
+5% +$524K 1.33% 18
2025
Q3 		$9.21M Sell
41,955
-2,145
-5% -$486K 1.27% 17
2025
Q2 		$9.68M Sell
44,100
-68
-0.2% -$13.5K 1.41% 16
2025
Q1 		$8.4M Sell
44,168
-4,186
-9% -$908K 1.38% 15
2024
Q4 		$10.6M Buy
48,354
+3,979
+9% +$814K 1.74% 14
2024
Q3 		$8.27M Buy
44,375
+4,093
+10% +$747K 1.38% 17
2024
Q2 		$7.78M Buy
40,282
+168
+0.4% +$30.9K 1.37% 18
2024
Q1 		$7.24M Buy
40,114
+8,687
+28% +$1.45M 1.3% 18
2023
Q4 		$4.78M Buy
31,427
+6,290
+25% +$882K 0.96% 26
2023
Q3 		$3.2M Buy
25,137
+700
+3% +$93.8K 0.68% 29
2023
Q2 		$3.19M Buy
24,437
+4,236
+21% +$484K 0.69% 29
2023
Q1 		$2.09M Sell
20,201
-2,404
-11% -$232K 0.59% 29
2022
Q4 		$1.9M Sell
22,605
-4,460
-16% -$441K 0.57% 33
2022
Q3 		$3.06M Buy
27,065
+62
+0.2% +$7.84K 0.97% 21
2022
Q2 		$2.87M Buy
27,003
+7,363
+37% +$921K 0.79% 22
2022
Q1 		$3.2M Buy
19,640
+2,480
+14% +$383K 0.83% 22
2021
Q4 		$2.86M Buy
17,160
+11,680
+213% +$2M 0.7% 24
2021
Q3 		$899K Sell
5,480
-11,040
-67% -$1.9M 0.37% 22
2021
Q2 		$2.84M Sell
16,520
-540
-3% -$89.7K 0.81% 17
2021
Q1 		$2.64M Buy
17,060
+5,640
+49% +$894K 0.89% 16
2020
Q4 		$1.86M Buy
+11,420
New +$1.82M 1.43% 9

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Concord Wealth Partners's AMZN Position: Q2 2026 in Review

Concord Wealth Partners reduced its Amazon (AMZN) stake by 1.5% in Q2 2026, selling an estimated $167K and leaving 44,398 shares worth $10.6M. The position accounts for 1.21% of the portfolio, ranked #21.

Concord Wealth Partners first reported a position in AMZN in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.6M in Q4 2024. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Concord Wealth Partners held 44,398 shares of Amazon worth $10.6M as of Q2 2026.
  • Concord Wealth Partners sold 667 Amazon shares in Q2 2026, an estimated $167K.
  • Amazon made up 1.21% of Concord Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Concord Wealth Partners first reported a position in Amazon in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Amazon position peaked at $10.6M in Q4 2024.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.